Purchases and Sales Made in Q4 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q4 2023. The information is specifically focused on institutions that hold shares of PEPSICO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
55+ 2.65% |
$8.69K - $9.46K
|
2.13K
$320K
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
55+ 3.84% |
$8.69K - $9.46K
|
1.49K
$224K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
54+ 1.84% |
$8.54K - $9.29K
|
2.98K
$448K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
53+ 0.72% |
$8.38K - $9.12K
|
7.39K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
53+ 2.66% |
$8.38K - $9.12K
|
2.05K
$307K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
52+ 0.5% |
$8.22K - $8.94K
|
10.5K
$1.58M
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 0.61% |
$8.06K - $8.77K
|
8.46K
$1.27M
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
50+ 0.29% |
$7.9K - $8.6K
|
17.1K
$2.57M
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
50+ 1.64% |
$7.9K - $8.6K
|
3.1K
$465K
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
50New |
$7.9K - $8.6K
|
50
$7.51K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
49+ 9.68% |
$7.75K - $8.43K
|
555
$83.4K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49+ 1.33% |
$7.75K - $8.43K
|
3.73K
$561K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
49+ 4900.0% |
$7.75K - $8.43K
|
50
$7.51K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.69% |
$7.59K - $8.26K
|
7.01K
$1.05M
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
48+ 0.5% |
$7.59K - $8.26K
|
9.67K
$1.45M
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
48+ 0.5% |
$7.59K - $8.26K
|
9.67K
$1.45M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
48+ 1.53% |
$7.59K - $8.26K
|
3.2K
$480K
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
48+ 1.53% |
$7.59K - $8.26K
|
3.2K
$480K
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
47+ 1.81% |
$7.43K - $8.08K
|
2.64K
$397K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
46+ 0.19% |
$7.27K - $7.91K
|
24.2K
$3.64M
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
46+ 3.19% |
$7.27K - $7.91K
|
1.49K
$224K
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
45+ 3.66% |
$7.11K - $7.74K
|
1.27K
$191K
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
45+ 0.46% |
$7.11K - $7.74K
|
9.77K
$1.47M
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
45+ 155.17% |
$7.11K - $7.74K
|
74
$11.1K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
44+ 1.29% |
$6.96K - $7.57K
|
3.46K
$520K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
43+ 0.49% |
$6.8K - $7.4K
|
8.89K
$1.34M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43+ 0.03% |
$6.8K - $7.4K
|
169K
$25.3M
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
43+ 0.88% |
$6.8K - $7.4K
|
4.96K
$744K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
43+ 0.13% |
$6.8K - $7.4K
|
32.7K
$4.91M
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
43+ 0.15% |
$6.8K - $7.4K
|
29.5K
$4.44M
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
43+ 0.73% |
$6.8K - $7.4K
|
5.91K
$888K
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
42+ 2.17% |
$6.64K - $7.22K
|
1.98K
$297K
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
41+ 0.83% |
$6.48K - $7.05K
|
4.96K
$745K
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
41+ 2.2% |
$6.48K - $7.05K
|
1.9K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
40+ 0.74% |
$6.32K - $6.88K
|
5.45K
$819K
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
40+ 3.09% |
$6.32K - $6.88K
|
1.34K
$201K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
39+ 2.06% |
$6.17K - $6.71K
|
1.93K
$290K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
39+ 1.18% |
$6.17K - $6.71K
|
3.36K
$504K
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
38+ 0.89% |
$6.01K - $6.54K
|
4.31K
$647K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
37+ 0.56% |
$5.85K - $6.36K
|
6.7K
$1.01M
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
37+ 0.89% |
$5.85K - $6.36K
|
4.18K
$628K
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
37+ 1.06% |
$5.85K - $6.36K
|
3.53K
$530K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.69K - $6.19K
|
36
$5.41K
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
36New |
$5.69K - $6.19K
|
36
$5.41K
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
35+ 0.92% |
$5.53K - $6.02K
|
3.84K
$577K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35+ 0.18% |
$5.53K - $6.02K
|
19.8K
$2.98M
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
35+ 2.82% |
$5.53K - $6.02K
|
1.28K
$192K
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
35+ 2.47% |
$5.53K - $6.02K
|
1.45K
$218K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35+ 0.18% |
$5.53K - $6.02K
|
19.8K
$2.98M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
34+ 2.27% |
$5.37K - $5.85K
|
1.53K
$230K
|